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Financial Awareness Month

April 17th, 2017

By Scott Sarber, President

As a Certified Financial Planner Practitioner™ and an investment advisor for more than 22 years; money, investments, and financial decisions are second nature to me.  But, I still don’t know everything, so continuing education and learning is always a priority as we have clients with very complicated... Continue reading →

CEO Report: First Quarter

April 17th, 2017

By Jeff Petersen, CEO

April is “Financial Awareness Month”. Being financially independent involves creating and retaining enough wealth to maintain a desired quality of life, both before and during retirement. It also involves protecting your wealth from possible criminal activity... Continue reading →

Market Commentary: First Quarter

April 17th, 2017

If Q1 2017 had a theme song, it might be, “There’s a Kind of Hush All Over the World.”

There was the usual stream of global news. To name a few highlights... Continue reading →

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